Every write funnels through one enforcement point: policies, role-tiered scopes, approval queues, and a complete audit trail. Letting an agent touch your CRM should make it safer, not riskier.
The instinctive worry about an AI-native CRM is the right one. What stops it writing the wrong thing, or letting the wrong person see too much? The answer is not to keep humans typing into forms forever. It is to put real governance around the agent, so every change is permitted, reviewable, and recorded.
Per-workspace policies decide what each role may do: allow, deny, or require approval, by tool, object, or globally. The default is exactly today's behavior until you tighten it.
Sensitive changes are captured into a queue instead of being written. An admin reviews and releases them. Nothing slips past the boundary.
Every read and write flows through one chokepoint into an immutable audit log. You can always answer who changed what, when, and why.
A per-workspace policy can only tightenthis, requiring approval or denying outright. It never grants beyond a role’s tier.
See your own data running in Capable. No migration project, no data-entry tax, just a record you can trust.